Shweta joined Baker Street Advisors in 2021, and works as a Manager on the Client Service Team. She is primarily responsible for providing comprehensive financial planning and investment advisory services.
Prior to joining Baker Street Advisors, Shweta worked at a boutique RIA in San Francisco for 4 years servicing the high net worth clients and small businesses in the areas of financial planning and asset management. She began her career as an analyst at a multinational hedge fund company in India, analyzing private investments and managing institutional clients.
Shweta holds an M.S. in Finance from St. Mary’s College of California and has passed level II of the CFA exam.
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